As an investor it is important to understand the value your advisor provides for the fee they are charging you. While many traditional financial firms believe the majority of their value comes in the form of an actively managed investment portfolio attempting to outperform a specific benchmark, this type of service rarely pays dividends to the end investor. There are, however, many services an advisor can provide that do provide substantial value for an investor in reaching their specific financial goals. Here is the value IFA brings to their clients.

Building comprehensive, complimentary financial plans: Learn more about the software IFA uses here.

Index Fund Selection: Not all index funds are created equal and it is important to choose funds that give investors the chance to capture the most return for a given level of risk. Learn about how IFA structures their clients’ portfolios here.

Behavioral Coaching: Most investors become their own worst enemies when it comes to having a successful investment experience. Learn how IFA works with clients to establish the necessary discipline to capture the benefits that markets provide here.

Quarterly Rebalance Review of Portfolio: Learn more about IFA’s approach to rebalancing and why it is in your best interest here.

Founded in 1999, IFA is a Registered Investment Adviser with the U.S. Securities and Exchange Commission that provides investment
advice to individuals, trusts, corporations, non-profits, and public and private institutions. Based in Irvine, California, IFA manages
individual and institutional accounts, including IRA, 401(k), 403(b), profit sharing, pensions, endowments and all other investment accounts.
IFA also facilitates IRA rollovers from 401(k)s and 403(b)s.

The data provided in all charts referring to IFA Index Portfolios is hypothetical backtested performance and is not actual client performance. Only data for the IFA Index Portfolios is shown net of IFA's highest advisory fee and the underlying mutual fund expenses. All other data, including the IFA Indexes, does not reflect a deduction of advisory fees. None of the data reflects trading costs or taxes, which would have lowered performance by these costs. See more important disclosures at ifabt.com.